Proven Strategy and Managers
Cahoon Capital launched its first fund in 2016 and has consistently earned a high rate of income for its investors: 11.4%, net of fees. The firm has invested over $1 billion in more than 2,000 loans, and none of its investors have lost money.
Fidelity and Schwab Platforms
The Cahoon Capital Strategic Income Fund II can be purchased through Fidelity Investments, Charles Schwab, and other custodians.
Portfolio Enhancement
Allocating capital to Cahoon improves an investor’s portfolio three ways:
- Shortened duration. The average duration of loans underwritten by Cahoon Capital is less than one year, reducing risk and enhancing liquidity.
- Reduced volatility. Cahoon’s portfolio of fixed rate, secured loans generate a more consistent rate of return than well-known equity and bond funds. Investors may elect to receive cash distributions of income monthly or re-invest their earnings to grow the capital balance of their accounts.
- Increased yield. Cahoon has earned a net rate of return that exceeds the 20-year average of the S and P 500, and other market indexes.
- Non-correlation to major financial markets. The rate of return earned by Cahoon Capital is not correlated to the performance of stock or bond markets, further dampening the volatility of portfolios.
If you are a Registered Investment Advisor and would like to learn more about how an allocation to Cahoon Capital could enhance client investment portfolios, contact us today.